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How to add contacts, opportunities, cases, document fields to the accounts area.
How to add contacts, opportunities, cases, document fields to the accounts area.
Hello, I made my own local espocrm edit, but there are no contacts, opportunities, cases, document fields as in the second image below. How can I make this happen?
To choose from, for example, existing opportunities you should click on "..." and then on "Select" and then choose from the existing list of Opportunities.
If you need to create a new Opportunity, you should click on the big "+" and create an Opportunity.
Thank you for your help. Is there a table in the sql side where id=id for opportunities, events, documents in the companies field?
For example, SELECT * FROM espocrm.account_contact; I saw that the companies name people id mapping is done here. Where will I do this mapping for other fields? victor
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